7 introductory Strategy Sessions for 2027 planning. Available until the end of January. Call Rich: 021 742 597 · See details
Family & owner-led business succession, exit & strategy days

The conversations you're not having.

If the business feels stuck, you're tired, or the same decisions keep going round in circles, there's usually a conversation you've been putting off. I help you have it, and turn it into a plan that works for you and the people around you.

Working together, you'll have renewed energy, clarity and a plan, knowing I've got your back.

I'm Rich Poole. I grew up in a fourth-generation family business, and the conversation I never had with my Dad is why I do this.

I reply within one business day.

Rich Poole, Generations
Does this sound like you?
Succession that keeps almost happening.
Everyone walking on eggshells.
Tired of carrying it all.
A sale that stalled or fell over.
Rich Poole
Why me

My family's business started in the early 1900s with a horse and cart. In 2002 my Dad sold it. We never talked about what he wanted, or whether I'd take it on. Now I help owners have that conversation while there's still time.

I'm independent, with no personal agenda. My only interest is a decision that works for you.

Read my story

Fourth generation. 30+ years. 170 companies worked with.

3%

Only 3% of NZ family business owners are highly confident in the next generation's readiness to lead.

Source: KPMG New Zealand, Family Business Report 2026.

"What stood out was the preparation Richard invested in before the session, his ability to keep the team engaged, and the calm way he facilitated complex discussion while keeping us focused and on track."
Terry Buchan, GM, Hawkins (previous Co-Pilot client)
"His advice and guidance to re-focus to allow us to make informed bigger strategic decisions alongside documenting both a short and long term plan was very valuable."
Mark Quinn, Auckland Physiotherapy (previous Co-Pilot client)
"He is a great listener & so able to break down what is being communicated into actionable options."
Bruce Hopkins, Action Actors (previous Co-Pilot client)
What happens next
01
A free first conversation

Confidential, about 30 minutes, no obligation.

02
A 3 to 3.5 hour Strategy Session

With the right people in the room.

03
A written plan

A Strategy on a Page and a Priority Action Plan.

Two years from now, the conversation has happened, and everyone knows where they stand.

7 places for 2027 planning

Introductory pricing ends 31 January.

Call Rich to talk it through, or see what's included on the Strategy Days page.

Not sure yet? Try the seven-minute Cost of Inaction Diagnostic